Orcam Financial Group

13F Filings History

Latest 13F report
Q3 2024 - Nov 14, 2024
Value $
$103M
Signature - Title
Cullen Roche - CIO
Location
Encinitas, CA
Summary
This page shows a list of all the recent 13F filings made by Orcam Financial Group. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Orcam Financial Group reported 47 stock holdings with total value $103M as of Q3 2024. Top holdings included DSCF, VT, SCHB, VTI, and SCHF.
Holdings Value

List of Other Managers Reporting for Orcam Financial Group:

Name Holdings Value Location File Number
Empowered Funds, LLC $6.36B Havertown, PA 028-17729
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q3 2024 47 $103M +$7.21M -$2.4M +$4.81M DSCF, VT, SCHB, VTI, SCHF 13F-HR 11/14/2024, 01:34 PM
Q2 2024 42 $93.2M +$2.76M -$1.11M +$1.65M DSCF, VT, SCHB, VTI, SCHF 13F-HR 7/15/2024, 01:57 PM
Q1 2024 42 $91.3M +$7.16M -$418K +$6.74M DSCF, VT, SCHB, SCHF, VTI 13F-HR 5/14/2024, 03:36 PM
Q4 2023 37 $81.8M +$2.58M -$1.02M +$1.56M DSCF, VT, SCHB, SCHF, VTI 13F-HR 2/14/2024, 06:23 PM
Q3 2023 36 $74.3M +$5M -$370K +$4.63M DSCF, VT, SCHB, SCHF, VTI 13F-HR 11/2/2023, 07:36 PM
Q2 2023 35 $72.6M +$1.82M -$2.46M -$634K DSCF, VT, SCHB, SCHF, SCHM 13F-HR 8/7/2023, 07:19 PM
Q1 2023 35 $72.1M +$7.96M -$2.64M +$5.31M DSCF, VT, SCHB, SCHF, HYMB 13F-HR 5/1/2023, 07:39 PM
Q4 2022 33 $65.1M +$4.45M -$1.24M +$3.22M DSCF, VT, SCHB, SCHF, HYMB 13F-HR 1/30/2023, 02:11 PM
Q3 2022 29 $58.9M +$1.06M -$498K +$560K DSCF, VT, SCHB, HYMB, SCHF 13F-HR 11/8/2022, 07:06 PM
Q2 2022 29 $62.4M +$3.09M -$3.2M -$107K DSCF, VT, SCHB, SCHF, HYMB 13F-HR 8/12/2022, 01:47 PM
Q1 2022 34 $70.1M +$10.8M -$5.54M +$5.29M DSCF, VT, SCHB, SCHF, SCHM 13F-HR 4/25/2022, 12:38 PM
Q4 2021 36 $73M $0 $0 DSCF, VT, SCHB, SCHF, HYMB 13F-HR 2/9/2022, 02:17 PM